LSL

Legacy Solutions LLC Portfolio holdings

AUM $111M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.01M
3
+$6.89M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.46M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.78%
2 Financials 3.07%
3 Utilities 1.27%
4 Consumer Discretionary 1.04%
5 Communication Services 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 15.95%
+212,316
2
$7.01M 7.64%
+50,324
3
$6.89M 7.51%
+201,942
4
$6.46M 7.04%
+69,735
5
$6.1M 6.64%
+65,762
6
$5.79M 6.3%
+155,668
7
$3.82M 4.16%
+36,171
8
$3.18M 3.46%
+70,718
9
$2.59M 2.82%
+67,497
10
$2.27M 2.47%
+67,961
11
$2.13M 2.32%
+47,399
12
$2.05M 2.23%
+81,913
13
$1.69M 1.84%
+16,821
14
$1.39M 1.51%
+27,719
15
$1.33M 1.45%
+61,346
16
$1.32M 1.43%
+25,810
17
$1.2M 1.31%
+24,283
18
$1.06M 1.15%
+13,705
19
$911K 0.99%
+19,943
20
$845K 0.92%
+3,373
21
$794K 0.86%
+1,883
22
$726K 0.79%
+3,132
23
$721K 0.79%
+15,495
24
$711K 0.77%
+1,391
25
$702K 0.76%
+3,136
1
2 3